DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Wilson Financial Advisory Services
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Giordan Marc Zaro | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wilson Financial Advisory Services state registered | Wirehouse to a state-registered adviser | Nov 13, 2019 | Feb 18, 2022 (828 d) |
| Ryan Taite Wilson | Signator Investors, Inc. other | Wilson Financial Advisory Services state registered | Other | Nov 20, 2017 | Nov 8, 2017 |
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2 moves match.